Hire the Best Certified Public Accountants in Chicago, IL

I’m a CPA and Financial Planner with 10+ years of industry leading experience in tax planning, financial planning, and strategic wealth management for both businesses and individuals. I have additional expertise within the international financial planning and tax strategy space due to my unique skillset of holding a CPA license as well as equivalent licenses in a number of other countries (including Chartered Accountant status etc). I therefore have a unique core client base on complex, high net worth clients with multi jurisdiction lifestyles that give them exposure to tax regimes in multiple countries. I founded and operate my own CPA firm and fee-only financial planning practice, bringing the expertise of Big 4 experience (including PwC) and deep industry insight working with high net worth individuals, business owners, executives, and leading companies. My key services include: - Tax planning & tax strategy (business & individual) - International tax strategy (business & individual) - Financial planning & retirement planning - Wealth management & investment strategy - Entity structuring & tax-efficient business planning - IRS compliance & tax risk management - Cash flow planning & financial forecasting - Year-round advisory & tax optimization guidance I use a forward-looking, fiduciary-driven approach to reduce tax burden, improve financial performance, and support smarter financial decisions at every stage — from year-end planning to quarterly tax strategy and long-term wealth preservation. Clients typically hire me when they’re looking for a trusted CPA, tax strategist, financial planner, fiduciary advisor, or wealth management expert who can reduce taxes legally, improve financial outcomes, and provide clarity in complex financial situations. 💡 If you want a strategic tax planner, high-level financial planner, or certified public accountant who integrates tax strategy with financial planning and investment goals, let’s talk.

Entrepreneur and CPA in Chicago helping small business owners achieve business growth & organization leveraging technology and strategic planning. - Business systems and process development - Application and data integration - Accounting software setup and configuration - Strategic business reporting (post accounting close) - E-Commerce systems expert - Shopify, WooCommerce, Amazon, eBay, and more - PayPal, Stripe, Square, etc.

☺︎Caroline Liao is a State Supreme Court Certified Mandarin Chinese Interpreter and a National Board Certified Medical Interpreter (NBCMI-Mandarin Chinese) based in Chicago, IL, US. ✧ With a deep expertise in interpreting, Caroline excels in bridging communication gaps across various industries, ensuring accuracy, clarity and cultural understanding. Her proficiency extends to interpreting complex legal and medical terminology as well as specialized concepts in finance and technology. ✐ In addition, Caroline holds a Certified Public Accountant Permit, further enhancing her ability to navigate complex financial discussions with precision. Her comprehensive skill set, combined with her commitment to providing high-quality interpreting services, makes Caroline uniquely qualified to serve clients across multiple specialized sectors. ➣ For professional, precise, and culturally aware interpreting services in legal, medical, financial, and technical fields, reach out to Caroline today. Let her expertise bridge the communication gap in your next important project. ☆ Some feedback from my clients: "Caroline is professional, thorough, highly intelligent and responsive. It is delightful to deal with her. She acted in a warm and professional manner from the very beginning of our interactions. She responded promptly to messages and was clear and concise about her fee structure. During the video calls we had with the investors, Caroline conducted herself with the utmost of professionalism, and her presence assisted in making a good connection between the parties in the meeting. Caroline always delivered the work we gave her prior to any deadline set, even if we required her services at short notice. In summary we could not recommend Caroline enough for all of the reasons stated above." -- Josh Samad, Grangeford Asset Management "Caroline was professional, helpful and available whenever we needed her. Her work was instrumental in helping us with communications and we would recommend her without hesitation. She was able to support with very technical language translation, too. We hired Caroline for two seperate jobs and she excelled at both (live translation and written translation)." -- Lorienne Doyle-Maw, Speech Graphics "Caroline was extremely helpful and went the extra mile to complete the job I needed. She is great to work with. I would hire her again." -- Nick Lee, G3 Aerospace "I appreciate Caroline's ability to think independently of me and to propose alternatives or simply handle things herself. For me, that is like a breath of fresh air. That is when I truly have a team; I don't need to tell someone to" put the left foot here, and the right foot there." -- Rocky Hardie, EPIX Audio, LLC "Reliable, organized, committed, delivered great quality audios with clean pronunciation." -- Alexis Briceno, Abbrivo International ✯ Some examples of my work: **Live Simultaneous or Consecutive Interpretation** √ Business conferences, webinars and medical events √ Meetings between US city departments of development and Chinese manufacturers √ Calls between overseas eCommerce companies and Chinese manufacturers √ Calls between overseas startups and Chinese investors √ Calls between overseas market research companies and Chinese respondents **Mandarin Chinese and American English Voiceover** √ Mandarin voiceover and video post production for US companies √ Mandarin voiceover for the telephone system of US banks √ Mandarin and English voiceover for a bilingual Podcast **Focus Group Moderation and Expert Interview** √ Focus group recruitment and moderation for top US CROs √ Focus group moderation and individual interviews on consumer behavior and employee proposition **Video Translation and Subtitling** √ Video translation and subtitling for YouTubers in North America and Oceania √ Video translation and subtitling for commercials and company promo videos **Product Sourcing, Negotiation and Troubleshooting** √ Facilitate and manage ECommerce for US clients with Chinese manufacturers √ Services include product sourcing and development, negotiation, logistics, troubleshooting and liaison ❀ Computer tools I'm experienced in: • Graphic, audio and video editing: Adobe InDesign, Adobe Premiere Pro, Adobe Lightroom, Audacity • Microsoft: Excel, Access, SharePoint, Outlook, Word, PowerPoint, Visio • Project Management & Collaboration: Asana, Trello, Notion, Zoom, Google Chat, MS Teams, WeChat, Slack, SmartSheets • Accounting: Xero, Quickbooks, Buildium, Bill.com, Great Plains, Khalix, Hyperion • Google: Google Sheets, Docs, Gmail, Chat, Task, Calendar • Document management: Google Drive, MS OneDrive, Dropbox • Marketing: WordPress, LinkedIn, Facebook, Instagram, YouTube, WeChat, Xiaohongshu • Programming: Python, JavaScript, SQL

As a Certified Public Accountant (CPA) with a strong background in nonprofit and small business finance, I specialize in creating clean, audit-ready books that save you time, reduce stress, and keep you compliant. Whether you're navigating grant requirements, preparing for an upcoming audit, or just need reliable monthly reports, I bring precision, transparency, and a deep understanding of GAAP standards to every engagement. I’ve worked with mission-driven organizations, grant-funded projects, and startups to streamline accounting systems, improve internal controls, and deliver financial reports that stakeholders trust. I also provide hands-on support in QuickBooks (Online), budgeting, reconciliations, and financial statement preparation. Let’s build a financial foundation that lets your organization thrive clearly and confidently.

I am a Certified Public Accountant (CPA) with six years of experience specializing in financial statement audits. My expertise extends to utilizing QuickBooks for creating journal entries, preparing financial statements, and performing reconciliations. Additionally, I have significant experience as a financial and purchasing analyst. My career has been driven by a commitment to delivering exceptional service, with a strong focus on accuracy, efficiency, and client satisfaction. I am highly motivated and dedicated to maintaining the highest standards in all aspects of my work.

A CPA with an MBA in Finance, I have over 20 years US Corporate experience in all aspects of financial and administrative management. An analytical, strategic, insightful, client-focused, organized provider with attention to detail and eye on the big picture, I partner with clients to positively impact their business.